Commodities supply and demand: how the global race for battery materials is changing mining

May 1, 2023

https://www.amcconsultants.com/commodities-supply-and-demand-how-the-global-race-for-battery-materials-is-changing-mining-finding

The global commodities markets for battery-grade materials are in a state of flux and facing a period of sustained challenge and uncertainty since Russia’s invasion of Ukraine in February 2022. While disruptions to base metals/mineral markets have been less severe than those experienced in other markets, such as energy and some food commodities, there has been significant disruption to Russia’s production and exports of aluminium and nickel and other metals used for battery-grade materials in electric vehicles (EVs). Sanctions imposed by the global community have affected prices, which have risen sharply, and unleashed a series of knock-on consequences.

While these challenges have been compounded at a worldwide level by reduced production elsewhere, the situation has also created opportunity for other regions to capitalise upon, but only those mining operators that adopt a smart and long-term approach will get to realise real value across the chain of supply and demand. This paper will outline the state of play, challenges, and opportunities at play.

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